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Epic Trust Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Epic Trust Investment Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,304
Closed -$238K – 104
2023
Q1 		$238K Buy
+10,304
New +$236K 0.29% 96

Other funds holding IBTG

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Epic Trust Investment Advisors's IBTG Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2023, closing a stake of 10,304 shares — an estimated $238K sold.

Epic Trust Investment Advisors first reported a position in IBTG in Q1 2023 and held it in 1 quarter. The position peaked at $238K in Q1 2023. 100 funds tracked by Wall St. Rank hold IBTG as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 10,304 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2023, an estimated $238K.
  • Epic Trust Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $238K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.